Simplify Complexities

Detailed Tax Code Discovery

Its called a tax code because its hard to crack. Full of jargon. Rules. And exceptions. But hidden within the code’s cryptic collection of over four million words are straightforward tax-saving strategies for restructuring your investments. Details for adapting business practices. Guides for overseeing business transactions. And elegant solutions for comprehensive estate tax planning.

At our first consultation we ask specific questions. Sometimes personal. Always comprehensive. When do you plan to retire? Are you planning to sell your business? What about investments? Do you own municipal bonds? Tax deferred annuities? Certificates of deposit? Do you have accurately prepared legal documents protecting your assets? What types of insurance do you own? Life? Disability? What about health challenges? A wayward child? It’s those seemingly unrelated tax code questions—ones you may never have considered tax related—that form the foundation of our sophisticated approach to tax advisement.
Because at the Jensen Group, the more we understand your finances, the more refined your tax plan.

Client Double Check

Check Did you double check your records to verify the capital gains on the sale of stocks? Have you identified qualifying properties to reinvest the gains on the sale of your investment property? Did you remember to properly account for travel miles? That new laptop? Or cell phones? And what about all those gifts to children and grandchildren—did you double check the totals?

Tax preparation can be a helter-skelter rush of one easy-to-overlook detail after another, robbing you of the peace of mind that should be yours when you’ve got an experienced tax advisor helping you bring order to tax code chaos. With so many details to manage, it’s not uncommon to leave “loose ends” undone. Estate details get overlooked. Deductions missed. Restructuring forgotten.

At the Jensen Group you can sleep when the “tax winds blow”. We help you double check the tax implications of your business and personal finances. Inaccuracies in legal documents get corrected. Exemptions get recorded. Retirement accounts and trusts get updated with accurate legal language.

Because simplifying the code is as simple as a client double check when you’ve got an experienced tax advisor on your side.

Begin With The End In Mind

This is your tax plan. A map charting the path to tax savings. It’s your tax story. And all great stories begin with the end in mind—a little snippet of foreshadowing that hints at what the increased savings will look like. It’s that all-important tax-planning genius that creates a satisfying conclusion when you realize, “I knew my taxes were going to play out like this because I planned for it.”

At The Jensen Group, we assist you in mapping out the most efficient tax strategies. It’s the focus of our follow-up meeting.

Are there tax implications that have gone unarticulated? What taxes will affect the growth of your estate? Are there tax considerations that could impact important business decisions? Or even limit the growth of your wealth?

At The Jensen Group we start by looking into the future, to the end of the current tax year and beyond, making sure we understand what’s coming in your future business and personal taxes. Once we know the end, we can begin charting the path right now, at the beginning of your tax planning to ensure that this year and every year looks exactly as you intend.

Beginning with the end in mind is one of the subtle strengths of our comprehensive approach. Because we believe your tax plan should map out a trove of savings.

Our clients know their business and personal finances better than anyone. Medical expenses. Physical disabilities. Savings. Debts. Assets. And much more. Inheritance is an event that comes with complex tax documents like the 706 & 709 inheritance tax forms. It also comes without any previous experience to guide the bequeather’s decisions.

Collaborative planning. Combining our extensive experience together with your financial expectations. At The Jensen Group we do tax planning as a team. We help you avoid common mis-steps and ensure that you’re advantaged of the most favorable tax planning strategies.

Because collaborating to achieve the ideal strategies suited to your situation is a fist-bump-worthy endeavor.

In-Depth Tutorial

So many tax planning strategies to choose from. Each one highly technical. Each one interdependent. Adjust one tax strategy and you impact others, sometimes unwittingly—often rendering your tax plan less efficient.

At the Jensen Group we empower you with the strategies to create the ideal tax plan. You can ask us any question. Explore any strategy. Our team of advisors will simplify complex tax strategies for you. De-jargonize the tax code. Explain the tax subtleties of various estate planning strategies.

Comprehensive Plan

Do you have a CPA advising you on how your decisions today will affect your tax liabilities tomorrow? Does your tax advisor recommend how best to fund your trust and avoid unnecessary tax liabilities? What about the tax implications of business transactions? Estates? Retirement?

At the Jensen Group we combine the powerful understanding of CPAs steeped in the tax code, detailed legal counsel for wills, trusts and other documents from expert attorneys, and the comprehensive advice of experienced retirement planners.

If you already have professionals you trust, we can provide the additional tax planning you’re missing by analyzing each individual piece of your tax, accounting and estate plans. Or you can bring your tax planning together under the guidance of our team of Tax Advisors, Retirement Planners and Attorneys to create a powerful plan for your unique needs.

Clear Solutions

Tax Preparation

At the Jensen Group, tax preparation doesn’t end in April. Preparing tax-saving returns is only the first step to providing the year-round clear solutions you need for your business transactions and your personal finances.

Instead of writing a check to your favorite charity at Christmastime, why not donate some stock, assist a worthy cause, and in return you can get both a tax deduction and avoid the capital gains tax? Thinking about donating one of your poor performing stocks when they hit bottom? Our team of CPAs may suggest tax loss harvesting—donating a winner stock to charity and selling the losers in order to accumulate some losses and reduce your tax liability. And what about the gift tax on that wedding endowment? Or the unexpected inheritance tax? Or the tax implications of a year-end surprise bonus payment at the office?

The first step in deploying clear solutions begins with our team of experienced certified public accountants preparing your taxes. Then comes May and beyond.

Tax Structuring

Tax law. Its technical. Complex. And the placement of a single comma can change the entire meaning. Hidden within the code are legal nuances that—when prudently executed—present clear solutions to protect your savings when tax storms rain down.

Is your trust legally structured to produce the greatest tax savings? What about the tax implications of forming a partnership? An LLC? A corporation? What are the tax differences between a will and a trust? Are your personal assets and contracts protected with accurate legal language? And what about the best legal tax structuring for business transactions?

Great tax planning includes designing the most efficient legal structure to protect your assets, your business, and your personal life in the best of times, or in the worst tax conditions. With the Jensen Group you can sleep through any tax storm. Because your success shouldn’t be frustrated by a misplaced comma.

Asset Management

Clear tax solutions provide confidence. A sense that your assets are selected to maximize tax savings today, and in the future.

Not every capital investment is the clear solution for tax savings. Should you lease or build an office space? The same goes for company-owned or leased cars. Is it tax-savvy to hold cash or invest in your business? What’s the tax-appropriate wage to pay yourself? And what about the tax savings associated with mutual funds as opposed to separately managed accounts? The list is endless.

At the Jensen Group we’re constantly keeping watch over your assets to ensure the greatest tax savings. Because your success is our constant concern.

Businesses get sold. Markets rise and fall. Health fails. Have you considered how the death of a spouse will affect your taxes? Will a merger or acquisition increase your taxes? We carefully examine every piece of your financial puzzle. And we begin by developing a comprehensive list of the puzzle pieces—those tax-altering variations waiting just around the corner.

That’s why, at the Jensen Group, we venture back into the deep waters of the tax law, immersing our entire staff of expert CPAs in the yearly modifications that effect your tax liability. Because plan B should never be a surprise.

Contingency Tax Plan

A contingency is your back up. An alternate route. It’s the path not taken until one day your tax liability changes. Redirecting your tax strategies shouldn’t be a spur of the moment, last minute, shoot-from-the-hip, throw-some-mud-on-the-wall-and-see-what-sticks approach.

How do you create a lifetime trust to protect a child’s inheritance from divorce, bankruptcy, or medical bills and still maintain tax savings? Have you structured the eventual sale of your business to maximize tax savings? And what about the taxes on the succession of your business? A disability is an unfortunate event, but you can plan for the tax implications now.

At the Jensen Group we look beyond the horizon to assist you in assembling contingency tax strategies now that can empower your financial path in the future. It’s a strategic option to help you transition your business or personal tax savings as financial realities shift in a new direction.

Measure for Lifelong Tax Savings

We measure. We track. We carefully gauge the success of your tax plan. Our team of Tax Advisors, Retirement Planners and Attorneys keep their fingers on the pulse of your business and personal finances...

We measure. We track. We carefully gauge the success of your tax plan. Our team of Tax Advisors, Retirement Planners and Attorneys keep their fingers on the pulse of your business and personal finances.

Is your tax plan delivering the results today that it did a decade ago? Are there new financial instruments available today that could afford greater tax savings? Does your CPA stay on the cutting edge of tax legislation to protect you from surprise tax liabilities? Does your Retirement Planner and Attorney update your will and trust as the law changes? Are you prepared now for changes that will impact your tax savings in the future?